Latest Institutional Transactions on Ishares Barclays 20+ Year Trea (TLT)
This table provides information on the latest institutional transactions involving Ishares Barclays 20+ Year Trea (TLT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5+ 0.17% |
$425 - $452
|
3.02K
$268K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
CALL |
1.1K+ 183.33% |
$93.5K - $99.4K
|
1.7K
$151K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
335+ 2.95% |
$28.5K - $30.3K
|
11.7K
$1.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.49K+ 0.89% |
$126K - $134K
|
169K
$15M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-1.26K- 29.17% |
$107K - $113K
|
3.05K
$271K
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
10.5K+ 25.28% |
$896K - $953K
|
52.3K
$4.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
6.81K+ 10.15% |
$579K - $616K
|
74K
$6.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
834+ 33.35% |
$70.9K - $75.4K
|
3.34K
$296K
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
4.26K+ 21.68% |
$362K - $385K
|
23.9K
$2.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
21.1K+ 13.54% |
$1.79M - $1.9M
|
177K
$15.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.58KNew |
$475K - $504K
|
5.58K
$496K
|
|
|
Oct 15, 2025
Q3 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-247- 3.59% |
$21K - $22.3K
|
6.64K
$590K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-141K- 97.68% |
$12M - $12.8M
|
3.36K
$298K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
793+ 7.11% |
$67.4K - $71.6K
|
11.9K
$1.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
10.3K+ 6.95% |
$879K - $935K
|
159K
$14.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
2.92KNew |
$249K - $264K
|
2.92K
$260K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.45K+ 1.12% |
$124K - $131K
|
131K
$11.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-677- 9.26% |
$57.6K - $61.2K
|
6.63K
$589K
|
|
|
Oct 15, 2025
Q3 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-2.74K- 3.77% |
$233K - $247K
|
69.9K
$6.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
3.65K+ 14.36% |
$310K - $330K
|
29K
$2.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
731+ 4.66% |
$62.1K - $66K
|
16.4K
$1.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
4.51KNew |
$383K - $408K
|
4.51K
$401K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
7.35KNew |
$624K - $664K
|
7.35K
$653K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.55K+ 5.88% |
$217K - $231K
|
46K
$4.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
16.1KNew |
$1.37M - $1.45M
|
16.1K
$1.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
PUT |
507KNew |
$43.1M - $45.8M
|
507K
$45M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-57.9K- 67.91% |
$4.92M - $5.23M
|
27.3K
$2.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-698- 12.98% |
$59.3K - $63.1K
|
4.68K
$416K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
25New |
$2.13K - $2.26K
|
25
$2.22K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-207- 2.31% |
$17.6K - $18.7K
|
8.76K
$779K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
52.4K+ 27.52% |
$4.45M - $4.73M
|
243K
$21.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
9.5K+ 7.2% |
$808K - $859K
|
142K
$12.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.91K+ 5.25% |
$162K - $172K
|
38.2K
$3.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
100+ 100.0% |
$8.5K - $9.04K
|
200
$17.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
293K+ 3399.34% |
$25M - $26.5M
|
302K
$26.9M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
9.06KNew |
$770K - $818K
|
9.06K
$805K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-35.7K- 81.43% |
$3.03M - $3.22M
|
8.14K
$723K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.9K+ 21.65% |
$162K - $172K
|
10.7K
$950K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-4.35K- 7.47% |
$370K - $393K
|
53.9K
$4.79M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-676- 15.63% |
$57.5K - $61.1K
|
3.65K
$324K
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
SELL
|
- |
-56- 0.43% |
$4.76K - $5.06K
|
13K
$1.15M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
SELL
|
- |
-8.56K- 5.96% |
$727K - $773K
|
135K
$12M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-320- 8.4% |
$27.2K - $28.9K
|
3.49K
$310K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
60.6K+ 8.95% |
$5.15M - $5.48M
|
738K
$65.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
73.2K+ 68.15% |
$6.22M - $6.61M
|
181K
$16M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-457- 54.02% |
$38.8K - $41.3K
|
389
$34.6K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
107+ 1.09% |
$9.1K - $9.67K
|
9.89K
$879K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
491+ 0.77% |
$41.7K - $44.4K
|
64.5K
$5.73M
|
|
|
Oct 10, 2025
Q3 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-15.3K- 40.4% |
$1.3M - $1.38M
|
22.6K
$2.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
3.99K+ 7.26% |
$339K - $360K
|
58.9K
$5.23M
|
|